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HomeCompanies2002d4a8 8742 475f A27e 19779d9ae0d3 19000101 000001Loan Documentation Specialist

Loan Documentation Specialist

2002d4a8 8742 475f A27e 19779d9ae0d3 19000101 000001 · Goleta, CA, US, Goleta, CA · On Site · Active · $28–$35 / hour · ADP Workforce Now Recruiting

Job facts

FieldValue
Company2002d4a8 8742 475f A27e 19779d9ae0d3 19000101 000001
TitleLoan Documentation Specialist
Normalized title-
Department / team-
LocationGoleta, CA, United States
Work modelOn Site
Employment typeFull Time
Salary$28–$35 / hour
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2025-10-09 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from 2002d4a8 8742 475f A27e 19779d9ae0d3 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Goleta.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company2002d4a8 8742 475f A27e 19779d9ae0d3 19000101 000001
Source5910fd54-a9af-4ca7-83ff-cc0a4702c396
ATS providerADP Workforce Now Recruiting

Description

Join Montecito Bank & Trust as a Loan Documentation Specialist ! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace. About the Role Montecito Bank & Trust is seeking a full-time Loan Documentation Specialist to join the team in our Lending Services department. As a Loan Documentation Specialist, you will deliver a World Class Experience to clients and associates by being responsible for all tasks related to documentation of consumer and commercial loans. The Loan Documentation Specialist will be responsible for reviewing documentation requests and preparing loan documentation. You will also provide operational support to the Commercial Lending Group lending team at the direction of the Commercial Lending Manager as required. The incumbent must provide a World Class. You will be located in Goleta, CA with a fully on-site work schedule. What We’re Looking For High school diploma or equivalent required. A minimum of 1 year up to 3 years of previous experience in a Loan Documentation or Lending Services department or similar required. Experience with loan documentation software applications, preferably Compliance Systems or similar required. Understanding of key lending terms and common loan structuring preferred. Experience with the FISERV Premier System of similar lending “Core” system preferred. Experience with loan closings preferred. Understanding of commercial, consumer, small business and construction loan structures and documentation requirements preferred. Experience with CogniVision or other electronic repository preferred. Your Responsibilities The essential functions of this role include, but are not limited to: Prepare Commercial, Consumer, and SBA Loan Documents with simple to highly complex structures and is responsible for assisting the CLG and/or Business Banking Portfolio Managers with the loan process. Process incoming documentation requests; enter into documentation log and update throughout the day. Assist in the set up and testing of Loan Documentation system specifications and configuration for new and revised loan products. Support funding and closing tasks prior to boarding for all commercial, consumer, and credit cards. Assist department with servicing functions such as payment processing, wire processing, and paid-note processing. Responsible to all Port Maintenance, new and existing. Responsible for completion in the LOS platform of signature blocks including but not limited to completing contacts and signers and ownership structure pages in the system. Assist with setting up DocuSign envelopes and/or set up the LOS system for DocuSign based on the application integration. Prepare and review demands for third-party institutions. Your Benefits Workplace Culture that Values YOU Competitive Pay Medical, Dental, Vision, & Life Insurance 401K Matching/Retirement Planning Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time Associate Bank Accounts Bank Gatherings, Events, & Associate Engagement Activities Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity. Equal Employment Opportunity Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities. Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations. Interested in Applying? Apply through Indeed or visit our website Montecito Bank Careers Review the openings using the “Explore Opportunities” tab. Select “Apply Now” to review the desired position and click “Apply” to submit your application. Create a personal log-in to apply.

Full job record

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Org ID0e99d800-e99d-4378-8ce8-9829d1fada72
Source ID5910fd54-a9af-4ca7-83ff-cc0a4702c396
Board ID5910fd54-a9af-4ca7-83ff-cc0a4702c396
Provideradp_workforcenow
Provider Job Key568935
TitleLoan Documentation Specialist
Normalized Title
Statusactive
Activeyes
Location TextGoleta, CA, US, Goleta, CA
Department
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionCA
CityGoleta
Salary Raw27.50 To 34.50 (USD) Hourly
Salary Min27.5
Salary Max34.5
Salary CurrencyUSD
Salary Periodhour
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2002d4a8-8742-475f-a27e-19779d9ae0d3&ccId=19000101_000001&lang=en_US&type=JS&jobId=568935&jwId=9204920533623_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2002d4a8-8742-475f-a27e-19779d9ae0d3&ccId=19000101_000001&lang=en_US&type=JS&jobId=568935&jwId=9204920533623_1
First Seen At2026-05-31 18:31:39Z
Last Seen At2026-06-06 12:50:00Z
Last Checked At2026-06-06 12:50:00Z
Last Changed At2026-06-06 12:50:00Z
Inactive At
Source Posted At2025-10-09 18:43:00Z
Source Updated At
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    "requisitionDescription": "<div><div><p data-pasted=\"true\" style=\"text-align: center;\">Join Montecito Bank &amp; Trust as a<strong>&nbsp;Loan Documentation Specialist</strong>!</p><p>As the largest locally owned community Bank on the Central Coast, Montecito Bank &amp; Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.&nbsp;</p><p><u>About the Role</u></p><p>Montecito Bank &amp; Trust is seeking a full-time Loan Documentation Specialist to join the team in our Lending Services department. As a Loan Documentation Specialist, you will deliver a World Class Experience to clients and associates by being responsible for all tasks related to documentation of consumer and commercial loans. The Loan Documentation Specialist will be responsible for reviewing documentation requests and preparing loan documentation. You will also provide operational support to the Commercial Lending Group lending team at the direction of the Commercial Lending Manager as required. The incumbent must provide a World Class. You will be located in Goleta, CA with a fully on-site work schedule.</p><p><u>What We&rsquo;re Looking For</u></p><ul><li>High school diploma or equivalent required.</li><li>A minimum of 1 year up to 3 years of previous experience in a Loan Documentation or Lending Services department or similar required.</li><li>Experience with loan documentation software applications, preferably Compliance Systems or similar required.</li><li>Understanding of key lending terms and common loan structuring preferred.</li><li>Experience with the FISERV Premier System of similar lending &ldquo;Core&rdquo; system preferred.</li><li>Experience with loan closings preferred.</li><li>Understanding of commercial, consumer, small business and construction loan structures and documentation requirements preferred.</li><li>Experience with CogniVision or other electronic repository preferred.&nbsp;</li></ul><p><u>Your Responsibilities</u></p><p>The essential functions of this role include, but are not limited to:</p><ul><li>Prepare Commercial, Consumer, and SBA Loan Documents with simple to highly complex structures and is responsible for assisting the CLG and/or Business Banking Portfolio Managers with the loan process.</li><li>Process incoming documentation requests; enter into documentation log and update throughout the day.</li><li>Assist in the set up and testing of Loan Documentation system specifications and configuration for new and revised loan products.</li><li>Support funding and closing tasks prior to boarding for all commercial, consumer, and credit cards.</li><li>Assist department with servicing functions such as payment processing, wire processing, and paid-note processing.</li><li>Responsible to all Port Maintenance, new and existing.</li><li>Responsible for completion in the LOS platform of signature blocks including but not limited to completing contacts and signers and ownership structure pages in the system.</li><li>Assist with setting up DocuSign envelopes and/or set up the LOS system for DocuSign based on the application integration.</li><li>Prepare and review demands for third-party institutions.</li></ul><p><u>Your Benefits</u></p><ul><li>Workplace Culture that Values YOU</li><li>Competitive Pay</li><li>Medical, Dental, Vision, &amp; Life Insurance</li><li>401K Matching/Retirement Planning</li><li>Paid Vacation Time, Sick Time, Federal Holidays, &amp; Volunteer Time</li><li>Associate Bank Accounts</li><li>Bank Gatherings, Events, &amp; Associate Engagement Activities&nbsp;</li></ul><p>Individual pay is based on a multitude of factors, including candidate&rsquo;s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.</p><p><u>Equal Employment Opportunity</u></p><p>Montecito Bank &amp; Trust is an equal opportunity employer. Montecito Bank &amp; Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.</p><p>Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.</p><p>Interested in Applying?</p><ol><li>Apply through Indeed or visit our website <a href=\"http://www.montecito.bank/careers\" target=\"_blank\">Montecito Bank Careers</a></li><li>Review the openings using the &ldquo;Explore Opportunities&rdquo; tab.</li><li>Select &ldquo;Apply Now&rdquo; to review the desired position and click &ldquo;Apply&rdquo; to submit your application.</li><li>Create a personal log-in to apply.</li></ol></div></div>\n",
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